Kelly Financial Services’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-24	Closed	-$4.67K	–	148
2024 Q2	$4.67K	Hold	24	–	–	﹤0.01%	503
2024 Q1	$4.74K	Sell	24 -3	-11%	-$598	﹤0.01%	506
2023 Q4	$5.83K	Buy	27 +3	+13%	+$567	﹤0.01%	460
2023 Q3	$3.95K	Hold	24	–	–	﹤0.01%	477
2023 Q2	$4.66K	Hold	24	–	–	﹤0.01%	453
2023 Q1	$4.9K	Hold	24	–	–	﹤0.01%	429
2022 Q4	$5.08K	Hold	24	–	–	﹤0.01%	397
2022 Q3	$5.15K	Hold	24	–	–	﹤0.01%	393
2022 Q2	$6.13K	Hold	24	–	–	﹤0.01%	375
2022 Q1	$6.03K	Hold	24	–	–	﹤0.01%	400
2021 Q4	$7.02K	Hold	24	–	–	﹤0.01%	393
2021 Q3	$6.37K	Sell	24 -5,379	-100%	-$1.53M	﹤0.01%	389
2021 Q2	$20K	Buy	5,403 +5,383	+26,915%	+$1.37M	﹤0.01%	548
2021 Q1	$4.78K	Hold	20	–	–	﹤0.01%	401
2020 Q4	$4.49K	Hold	20	–	–	﹤0.01%	373
2020 Q3	$4.83K	Hold	20	–	–	﹤0.01%	342
2020 Q2	$5.17K	Hold	20	–	–	﹤0.01%	329
2020 Q1	$4.36K	Hold	20	–	–	0.01%	313
2019 Q4	$4.6K	Hold	20	–	–	﹤0.01%	312
2019 Q3	$4.42K	Hold	20	–	–	﹤0.01%	303
2019 Q2	$4.09K	Hold	20	–	–	﹤0.01%	307
2019 Q1	$3.94K	Buy	+20	New	+$3.51K	﹤0.01%	316